IWA
NICE icon

Icon Wealth Advisors’s Nice NICE Stock Holding History

Icon Wealth Advisors’s Portfolio NICE Stock Details NICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-600
Closed -$156K – 479
2024
Q1 		$156K Buy
+600
New +$136K 0.01% 381
2022
Q4 		– Sell
-570
Closed -$107K – 389
2022
Q3 		$107K Buy
+570
New +$119K 0.01% 382

Other funds holding NICE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Icon Wealth Advisors's NICE Position: Q2 2024 in Review

Icon Wealth Advisors sold out of Nice (NICE) in Q2 2024, closing a stake of 600 shares — an estimated $156K sold.

Icon Wealth Advisors first reported a position in NICE in Q3 2022 and held it in 2 quarters. The position peaked at $156K in Q1 2024. 405 funds tracked by Wall St. Rank hold NICE as of Q2 2024.

  • Icon Wealth Advisors reported no remaining Nice position as of Q2 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 600 Nice shares in Q2 2024, an estimated $156K.
  • Icon Wealth Advisors first reported a position in Nice in Q3 2022 and held it in 2 quarters.
  • Icon Wealth Advisors's Nice position peaked at $156K in Q1 2024.
  • 405 funds tracked by Wall St. Rank held Nice as of Q2 2024.

Based on Icon Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.